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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,741 | $209,874-91.1% | $189,537-90.1% | $167,536-88.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.86% | 748.61%-731.8pp | 555.34%-538.5pp | 478.82%-462.0pp |
| Employer contribution / active EE | $4,138 | $6,913-40.1% | $6,161-32.8% | $4,839-14.5% |
| Participant deferral / active EE | $3,150 | $8,934-64.7% | $8,220-61.7% | $6,342-50.3% |
| Admin fee / account holder | $68 | $14,299-99.5% | $12,048-99.4% | $12,315-99.4% |